Wealth Management Investment Advisor

US Bank; Saint Paul (MN); On-site; USD 64,000 - 78,000; Full time

Benefits offered by this job

Healthcare

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank seeks a dedicated financial consultant who provides personalized, customer-facing investment guidance over the phone. You will profile clients, assess their goals, and tailor recommendations within regulatory guidelines.

The role requires FINRA licenses, a Bachelor's degree, and experience in financial services or sales. Strong communication and analytical skills help you build lasting client relationships and contribute to the bank's advisory services.

Qualifications

• Bachelor's degree or equivalent work experience.
• Six months of financial services, investments, or related experience.
• One to two years of job-related experience in a financial sales position.
• FINRA licenses: Series 7, 63 and 65 OR Series 7 and 66.

Responsibilities

• Provide personalized customer-facing financial consulting via telephone.
• Review customers' financial situations and recommend products meeting objectives while complying with regulations.
• Build and maintain client relationships; leverage Salesforce and MoneyGuide Pro.

Skills

Bachelor's degree

Financial services experience

Financial sales experience

FINRA licenses (Series 7/63/65 or 7/66

Microsoft Office

Salesforce

MoneyGuide Pro

Education

Bachelor's degree or equivalent

Tools

Salesforce

MoneyGuide Pro

Microsoft Office

Job description

U.S. Bank seeks a dedicated financial consultant who provides personalized, customer-facing investment guidance over the phone. You will profile clients, assess their goals, and tailor recommendations within regulatory guidelines.

The role requires FINRA licenses, a Bachelor's degree, and experience in financial services or sales. Strong communication and analytical skills help you build lasting client relationships and contribute to the bank's advisory services.